See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,641 | $77,813-45.2% | $123,544-65.5% | $64,186-33.6% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.8pp |
| Annual return | -3.51% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,813 | $3,014-39.8% | $4,628-60.8% | $2,381-23.8% |
| Participant deferral / active EE | $4,803 | $5,240-8.3% | $6,426-25.2% | $3,470+38.4% |
| Admin fee / account holder | $436 | $5,519-92.1% | $9,284-95.3% | $4,888-91.1% |